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900 Southwest 16th Street, Suite 110, Renton, WA 98057

(206) 204-3066
twp@ceterainvestors.com
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Our Firm

Financial Guidance Built Around Understanding, Teamwork, And Follow-Through

Based in Renton and serving clients throughout greater Puget Sound and across Washington, Trident Wealth Planning is a financial planning firm focused on helping educators, public employees, pre-retirees, and retirees prepare for and move through retirement. Financial advisors Emmy Bahr and Patrick Rossi began working together in 2016, gradually expanding their shared client relationships and educational events before bringing that work together under the Trident Wealth Planning name. Today, their collaborative, education-focused approach helps clients turn years of saving into a retirement strategy designed to support the life they want to live.

Get More Than One Perspective On Your Plan

Get More Than One Perspective On Your Plan

Important financial and retirement planning decisions often benefit from more than one point of view. Our financial professionals share ideas, compare perspectives, and work through strategies together, giving your plan the benefit of collective thinking as you plan for the future and enjoy your life today.

Understand Your Retirement Options And Make Informed Decisions

Understand Your Retirement Options And Make Informed Decisions

Pension options, Social Security, retirement income strategies, and other financial choices can be difficult to evaluate when the reasoning is buried in jargon. We explain what your options mean, why a recommendation may fit your situation, and how it relates to your retirement plan before you decide how to proceed.

Our Planning Pillars

These guiding beliefs shape how we communicate, how we plan, and how we work together on your behalf to help you pursue your lifestyle and retirement goals.

Two Heads Are Better Than One

Our collaborative team approach means multiple perspectives working together on your behalf. We guide you with collective expertise and fresh thinking that comes from advisors who share ideas and solutions to serve you better.

Education Before Recommendation

We explain complex pension options and retirement strategies in language that makes sense. No jargon, just clear explanations so you truly understand your choices and feel confident in your decisions.

Offer A Clear Path Forward

Our systematic planning process means you always know what comes next. From information gathering to plan development and regular reviews, you have a roadmap that keeps you informed and on track for retirement.

Create Income You Can Count On

We specialize in showing you the complete picture of how your pension, Social Security, and investment assets can work together to fund retirement. We design strategies using what you have to create the income you need.

Map Your Retirement Assets To When You’ll Need Them

Map Your Retirement Assets To When You’ll Need Them

Using Advanced Time Segmentation®, or ATS, we organize your retirement assets into time-based segments according to when they may be expected to provide income. The strategy is designed to address nearer-term income needs while giving longer-term assets more time for potential growth, creating a framework for using your savings and creating sustainable income across different stages of retirement.

Enjoy The Journey To And Through Retirement

You don’t have to wait until retirement for your financial planning to start paying off. Trident helps you make more intentional use of your wealth today while preparing for the life you want in the years ahead.

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Frequently Asked Questions About Financial Planning At Trident Wealth Planning

Understanding how a financial planning relationship works can make it easier to decide whether a firm is the right fit for you. Here are answers to common questions we hear from people about Trident’s planning approach, services, and client experience.

  • Financial planning can address retirement, investments, pensions, Social Security, insurance, cash flow, and other areas that affect your financial life. At Trident, the scope depends on your needs and may range from foundational planning to more comprehensive ongoing planning and wealth management.

  • No. We work with clients who are still building wealth, preparing for retirement, and already living in retirement, although much of the firm’s experience is centered on the years leading up to and through retirement.

  • The process begins with learning about your goals, financial situation, priorities, and concerns. We then move through analysis, plan development, recommendations, implementation, and ongoing support based on the planning relationship you choose.

  • That is a core part of our firm’s approach. The team emphasizes education before recommendation, explaining pension options, retirement strategies, and other financial topics in straightforward language so you understand the reasoning behind the guidance you receive.

  • Yes. We are based in Renton and primarily serve clients throughout greater Puget Sound and Washington. We also with clients in other states and established clients who relocate outside the area.

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